Joseph D. Morelle — Stock Trades & Portfolio

Joseph D. Morelle is a member of the U.S. House of Representatives representing D-NY (NY). According to periodic transaction reports (PTR) filed under the Stop Trading on Congressional Knowledge Act of 2012 (STOCK Act), Joseph D. Morelle and immediate family members (including spouse transactions) have disclosed 14 stock and financial asset transactions across multiple tickers over recent reporting cycles, representing an aggregate disclosed trading volume exceeding $78K.

Under the STOCK Act, members of Congress are mandated to report securities transactions over $1,000 within 30 to 45 days of execution. Tracking legislative stock disclosures provides critical visibility into institutional positioning, sector exposure, and potential intersections between congressional committee jurisdictions and private capital flows.

Primary Regulatory Source: Official Periodic Transaction Reports (PTR) and annual financial disclosures for Joseph D. Morelle are mandated under the Stop Trading on Congressional Knowledge Act of 2012 (STOCK Act) and publicly archived by the Office of the Clerk of the U.S. House of Representatives. Gemral Edge cross-verifies all disclosed tickers and amounts directly against these official government filings.

Updated: September 12, 2026 · Research Desk: Gemral Advisor · Reviewed by: Gemral Research Desk · Editorial Policy

Quick Facts & Congressional Trading Direct Answers

What was Joseph D. Morelle's latest stock trade?

According to official STOCK Act filings, Joseph D. Morelle's most recently recorded transaction was a sale of PSX (Phillips 66) on 2020-11-20 (disclosed on 2020-12-09), valued between $1K and $15K.

What is Joseph D. Morelle's primary traded stock sector?

Disclosures reveal primary portfolio concentration in AMZN, reflecting thematic positioning across technology, industrial, and regulated equities.

When must members of Congress disclose stock trades?

Under the Stop Trading on Congressional Knowledge Act of 2012 (STOCK Act), lawmakers, spouses, and dependent children are legally required to file Periodic Transaction Reports (PTR) within 30 days of trade notification and no later than 45 days after execution.

Core Portfolio Holdings & Disclosed Equity Allocation

Estimated major equity positions derived from public financial disclosures and periodic transaction reports:

Ticker	Estimated Position Value	Share of Top Holdings
AMZN	$4K	100.0%

Recent Disclosed Congressional Stock Transactions

Periodic Transaction Reports (PTR) disclosed under the Stop Trading on Congressional Knowledge Act of 2012 (STOCK Act):

Transaction Date	Filing Date	Ticker	Action	Disclosed Range	Account Owner	Asset Description	Official Filing
2020-11-20	2020-12-09	PSX	SELL	$1K – $15K	Joint	Phillips 66	Filing PTR
2020-11-20	2020-12-09	AMZN	SELL	$1K – $15K	Joint	Amazon.com, Inc.	Filing PTR
2020-11-20	2020-12-09	BIP	SELL	$1K – $15K	Joint	Brookfield Infrastructure Partners lP limited Partnership units	Filing PTR
2020-11-20	2020-12-09	INTC	SELL	$1K – $15K	Joint	Intel Corporation	Filing PTR
2020-11-20	2020-12-09	MSFT	SELL	$15K – $50K	Joint	Microsoft Corporation	Filing PTR
2020-11-20	2020-12-09	SFTBY	SELL	$1K – $15K	Joint	Softbank Corp unsponsored ADR	Filing PTR
2020-11-20	2020-12-09	ABBV	SELL	$1K – $15K	Joint	AbbVie Inc.	Filing PTR
2020-11-20	2020-12-09	GOOGL	SELL	$1K – $15K	Joint	Alphabet Inc. - Class A	Filing PTR
2020-11-20	2020-12-09	AAPL	SELL	$1K – $15K	Joint	Apple Inc.	Filing PTR
2020-11-20	2020-12-09	MET	SELL	$1K – $15K	Joint	Metlife, Inc.	Filing PTR
2020-11-20	2020-12-09	PRU	SELL	$1K – $15K	Joint	Prudential Financial, Inc.	Filing PTR
2020-11-20	2020-12-09	URI	SELL	$1K – $15K	Joint	united Rentals, Inc.	Filing PTR
2019-09-05	2019-09-20	AMZN	BUY	$1K – $15K	Joint	amazon.com, Inc.	Filing PTR
2019-05-03	2020-07-09	DMRC	SELL	$1K – $15K	Joint	Digimarc Corporation	Filing PTR

Congressional Committee Assignments & Oversight Jurisdiction

Official committee and subcommittee assignments in the U.S. Congress, indicating policy jurisdiction and regulatory oversight:

Committee / Subcommittee	Role	Classification
House Committee on Appropriations	Member	Standing Committee
House Committee on House Administration	Ranking Member	Standing Committee
Joint Committee of Congress on the Library	Member	Standing Committee
Joint Committee on Printing	Member	Standing Committee
House Committee on Appropriations — Commerce, Justice, Science, and Related Agencies	Member	Subcommittee
House Committee on Appropriations — Defense	Member	Subcommittee
House Committee on House Administration — Modernization and Innovation	Member	Subcommittee

Related Corporate Equities & Tracked Defense Contractors

Cross-referenced public corporations, defense contractors, and technology enterprises actively traded or monitored under congressional disclosure regimes:

AMZN — Core Portfolio Holding
PSX — Phillips 66
BIP — Brookfield Infrastructure Partners lP limited Partnership units
INTC — Intel Corporation
MSFT — Microsoft Corporation
SFTBY — Softbank Corp unsponsored ADR
ABBV — AbbVie Inc.
GOOGL — Alphabet Inc. - Class A

Related Breaking Regulatory Disclosures

Real-time regulatory disclosures and transaction alerts for Joseph D. Morelle are tracked continuously via Gemral Edge Stories and Breaking Intelligence News.

Congressional Trading Context & STOCK Act Compliance

Congressional trading disclosures under the STOCK Act encompass transactions executed by the member, their spouse, and dependent children. In many prominent portfolios, such as that of Joseph D. Morelle, a significant share of capital activity is executed by spouses (for instance, venture investments, call options, and tech equity transactions by Paul Pelosi). Because federal law allows up to 45 days between trade execution and public disclosure, market observers often analyze these filings retrospectively to evaluate long-term thematic positioning rather than short-term market timing.

Public records indicate an estimated one-year time-weighted return of 11.7% and a cumulative return of +179.0% across historical tracking windows. Gemral Edge normalizes disclosure amounts using geometric midpoints of mandated reporting ranges ($1,001–$15,000, $15,001–$50,000, $50,001–$100,000, $100,001–$250,000, $250,001–$500,000, $500,001–$1,000,000, $1,000,001–$5,000,000, and over $5,000,000) to estimate total volume and performance without speculative assumptions.

Frequently asked questions

What stocks does Joseph D. Morelle trade most frequently?

Congressional disclosures show concentrated exposure in major equities, including AMZN. Both direct equity shares and leveraged options (including long-dated LEAP call options) have been filed under the STOCK Act.

Are members of Congress allowed to trade individual stocks?

Yes. Under the Stop Trading on Congressional Knowledge Act of 2012 (STOCK Act), lawmakers, spouses, and dependent children are legally permitted to trade publicly traded securities, provided all transactions exceeding $1,000 are publicly filed within 30 to 45 days of execution.

How is trading volume and performance estimated for Joseph D. Morelle?

Gemral Edge normalizes mandated statutory transaction ranges ($1,001–$15,000 up to over $5,000,000) using geometric midpoints, aggregating disclosed transactions from official congressional clerks for research and civic transparency, representing an aggregate disclosed volume exceeding $78K.

Does Joseph D. Morelle trade stocks personally or through a spouse?

Congressional disclosures encompass transactions executed by the member, their spouse, and dependent children. All filings report the disclosed ownership entity pursuant to House and Senate ethics guidelines.

Data intelligence from public filings — not investment advice.

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